SIAG
ERH

Safeguard Investment Advisory Group’s Allspring Utilities & High Income Fund ERH Stock Holding History

Safeguard Investment Advisory Group’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-820
Closed -$10K – 259
2020
Q4 		$10K Buy
+820
New +$10.2K 0.01% 407

Other funds holding ERH

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BA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Safeguard Investment Advisory Group's ERH Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Allspring Utilities & High Income Fund (ERH) in Q1 2021, closing a stake of 820 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in ERH in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 22 funds tracked by Wall St. Rank hold ERH as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Allspring Utilities & High Income Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 820 Allspring Utilities & High Income Fund shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in Allspring Utilities & High Income Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Allspring Utilities & High Income Fund position peaked at $10K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.